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Technology Stocks : Vari-L (VARL) -- Ignore unavailable to you. Want to Upgrade?


To: Robert Sheldon who wrote (1142)7/30/1999 3:02:00 PM
From: J Stone  Respond to of 2702
 
Dogman,

Like I said in an earlier post, given VARL's processing efficiencies and technical expertise, it makes sense that a handset producer might wish to acquire them. Using Robert's estimate of 93m units for NOK and 2 VCO's per unit and assuming $1/unit that's an annual cost of $186m. If half of that comes back as gross margin you're back to $93m of contribution/year. That amount is greater than VARL's market value.

Jeff